Planlined

Planlined

BART Technologies Inc
i-linked

i-linked

I-Group
+
+

Related Products

  • RemotePeople
    546 Ratings
    Visit Website
  • Healthee
    13 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Rippling
    21,039 Ratings
    Visit Website
  • Paylocity
    8,260 Ratings
    Visit Website
  • TraceEngine
    1 Rating
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • BoldTrail
    2,126 Ratings
    Visit Website
  • Chime Workplace
    8 Ratings
    Visit Website

About

Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with up to five seats sharing 250 monthly AI credits. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.

About

Never lose track of your direction with reporting tools. Reporting by individuals, groups or company. Graphical reporting is at your fingertips! Avoid calls and emails. i-linked.net will keep you informed as the progress of your deals. i-linked.net makes it easy to issue custom quotes and proposals in seconds. The i-quoting module makes proposals a snap. i-linked.net is always up-to-date. You never download or maintain the system. i-linked.net lets PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents and their teams work independently. Quickly collect and share the data you need. In an immediately familiar, user friendly environment. Collect and store prospect and client documents on a record-by-record basis. Easy to store and retrieve securely. Share documents, forms and other important data with your team and your partners. i-linked.net helps you to put the right information in the right hands instantly.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.

Audience

Companies searching for a solution to improve their reporting operations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Version Not Supported
Free Trial Supported

Pricing

$24 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

I-Group
Founded: 1998
United States
www.i-linked.net

Alternatives

Alternatives

Planlined

Planlined

BART Technologies Inc
Zywave CPQ

Zywave CPQ

Zywave
RiskRemedy

RiskRemedy

RiskRemedy, Inc.
EmployerEngage

EmployerEngage

Benefitalign

Categories

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

No info available.

Integrations

No info available.
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim i-linked and update features and information
Claim i-linked and update features and information